Adding Support Coordination

We still don’t have any clients under the Support Coordination menu.

In order for a client to appear under the Support Coordination client list so that you can start adding Case Notes you need to the following 3 things:

  1. Client Service Type must contain Support Coordination Client.
  2. You must allocate the Primary Support Coordinator to the Client Profile.
  3. You must create a Service Contract and add your Support Coordination Service Support.


    • Related Articles

    • Create a Case Note

      ​ Use the following steps to Create a Case Note (includes information on how to create both billable and non-billable case notes) 1.      Click Support Coordination from the Careview menu, then select Clients. 2.      The Client list screen displays. ...

    • Support Coordination Overview

      This section provides an overview of the functionality of the Support Coordination module. Access Support Coordination Module 1. Click the Support Coordination option in the Careview menu. 2. The menu expands to display the following sub-menu items: ...

    • Support Coordination Client List - Customise columns display

      This section offers an overview of how to tailor the data view on the Support Coordination Client List to suit your preferences. 1. From the Main Menu, select Support Coordination and click on Clients. 2. The Support Coordination Client List screen ...

    • Set up a Support Coordination Client

      This article details the steps that must be completed for a client to be set up for Support Coordination. The Support Coordination Client service type needs to be present in the Client Profile. The primary Support Coordinator must be allocated to the ...

    • Case Note History Console

      The Case Note History Console gives you the ability to view all Case Notes created for a specific Support Coordination Client Profile. This includes Case Notes raised on both Active and Inactive Service Contracts for a selected date range. Use the ...